End of Year Tax Planning
As year-end quickly approaches, so do important 2016 tax planning deadlines. The following checklist can help you simplify and manage these critical deadlines as you take advantage of opportunities to accelerate deductions, defer income, bunch itemized medical expenses into the current year, and more.
Remember…December 31st marks the deadline for…
Gifts and Charitable Contributions:
Making tax-year 2016 charitable contributions of cash or securities
Donating real property to qualified charities
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.